Creating user permissions is a great way to streamline your user management. Permissions ensure your account stays organized and that only the users who need access to certain information have the amount of access they need.
To start, click on the 'Hi [Your Name]' button in the upper, right hand corner of your account. Then select 'Users' from the dropdown menu.
On the 'Users' page, click on the 'Roles & Permissions' tab. Here, you can either duplicate a current role and make adjustments as needed or create a brand new user role.
To duplicate an existing user role, find the role you would like to repurpose and click the 'More' button. Select 'Duplicate Role' from the dropdown. Title the user role, uncheck and/or check the boxes next to the permissions you would like to assign to this role, click 'Save.'
To create a new user role, click the 'Add New User Role' button towards the right hand side of that page. Title the new user role, select the items a user with this permission level will ultimately be able to see and/or do, click 'Save.'
If you want to drill down into more specifics about how an individual user can view/order background checks or which locations they have access to, click on 'Edit Permissions' next to the user's name. Here, you are able to select individual permissions regarding background checks, separate billing and location access.
Note: Only users with the permission to manage users, roles and permissions will be able to duplicate or create new user roles.